Comentarios: We've had a pretty good experience so far with Equity Management from Certent. The reports are very easy to run and information is easy to find, however every once in a while will have an issue running the reports with not getting any data returned. There also isn't a great way to export to Excel for some of the reports I run and when you copy and paste the data the formatting isn't pretty.

Puntos a favor: Easy to run reports

Puntos en contra: Exporting the data to Excel doesn't always work, there's not an easy way to do it and the copy/paste function into Excel messes up the formatting.

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Certent for equity

Revisado el 06.10.2016

Anjali Padhy

Taulia Inc.

Reviewer Source

4/5

En general

3
/
5

Facilidad de uso

4
/
5

Características y funcionalidad

4
/
5

Asistencia al cliente

4
/
5

Relación calidad-precio

Comentarios: I recently just started using Certent in the last few months. I think Certent offers a valuable service, I mean without it I would have no idea what to do with all the information that comes from our cap tables. I'm just starting to learn about equity administration and Certent has been a huge help in getting my started. They also have great customer service - although this is only via email and not phone from what I have seen. The one thing I will say about Certent is that it's not very easy to get up to speed on, but once you are up to speed it makes everything a lot easier. i was luck enough to have a full training from the previous Certent admin so that helped a lot.